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UnitedHealth

3,141 hedge funds and large institutions have $253B invested in UnitedHealth in 2025 Q3 according to their latest regulatory filings, with 332 funds opening new positions, 1,268 increasing their positions, 1,316 reducing their positions, and 297 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1% less funds holding

Funds holding: 3,1603,141 (-19)

4% less repeat investments, than reductions

Existing positions increased: 1,268 | Existing positions reduced: 1,316

4.24% less ownership

Funds ownership: 85.2%80.96% (-4.2%)

Holders
3,141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
99
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.6B
Puts
$20.7B
Net Calls
Net Calls Change

Top Buyers

1 +$2.21B
2 +$1.04B
3 +$528M
4
SG Americas Securities
SG Americas Securities
New York
+$435M
5
Bessemer Group
Bessemer Group
New Jersey
+$333M

Top Sellers

1 -$2.33B
2 -$1.14B
3 -$941M
4
AL
Appaloosa LP
New Jersey
-$679M
5
ClearBridge Investments
ClearBridge Investments
New York
-$615M
Name Holding Trade Value Shares
Change
Change in
Stake
BDPWM
3001
Barnes Dennig Private Wealth Management
Ohio
$50.8K
CCMI
3002
Creative Capital Management Investments
California
$50.4K
RBC
3003
Roble Belko & Company
Pennsylvania
$50K
SA
3004
Scarborough Advisors
Maryland
$49.7K
GJIA
3005
Glass Jacobson Investment Advisors
Maryland
$48.4K
Q1WB
3006
Quest 10 Wealth Builders
Virginia
$48.1K
HHGA
3007
Halbert Hargrove Global Advisors
California
$46.4K
MAS
3008
MPWM Advisory Solutions
Georgia
$45.2K
RWS
3009
Retirement Wealth Solutions
Wisconsin
$44.9K
CPG
3010
Cornerstone Planning Group
New Jersey
$44K
PPA
3011
Painted Porch Advisors
California
$43.2K
RTC
3012
Riverview Trust Company
Washington
$43.2K
UBP
3013
Union Bancaire Privee
Switzerland
$42.3K
NMG
3014
New Millennium Group
Utah
$42.3K
TCM
3015
TruNorth Capital Management
Michigan
$41.4K
TPBG
3016
Turning Point Benefit Group
Maryland
$41.1K
KB
3017
Kimelman & Baird
New York
$40.4K
NRG
3018
Nemes Rush Group
Michigan
$39K
DWA
3019
Delos Wealth Advisors
Texas
$38K
KTC
3020
Kentucky Trust Company
Kentucky
$36.9K
SC
3021
Solstein Capital
California
$35.9K
CFP
3022
Comprehensive Financial Planning
Pennsylvania
$35.1K
RPA
3023
Redwood Park Advisors
California
$34.7K
ICM
3024
Islay Capital Management
Texas
$34.5K
APW
3025
Atlantic Private Wealth
North Carolina
$34.5K